Monthly Archives: October 2014

Financial News and Portfolio Management Discussion through October 25th The US stock market snapped back up over the week primarily on strong corporate earnings. The S&P 500 rose 4.1% and Dow jumped 2.6% for the week; the best weekly gain … Continue reading →

Financial News and Portfolio Management Discussion through October 18th US stocks ended another volatile week down for the 4th week in a row on global growth and central bank policy worries. The Dow and S&P 500 dropped 1.0% for the … Continue reading →

My team received an email recently from a consultant outside of our firm who was expressing his gratitude for the work we did with a mutual client. The extent to which he called out each team member by name and … Continue reading →

The technology that we have access to today is mind boggling in its ability to connect people in a practically unlimited number of ways. Despite the arguments against technology as hampering our young folks’ social development, I am a huge … Continue reading →